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Business Loan Processing Automation
Supported by Publisher
Bronze Certified
Workflow Template
1 reviews
14
Business Loan Processing Automation
Supported by Publisher
Bronze Certified
Workflow Template
1 reviews
14
Summary
Business Loan requires analysis of the Balance Sheet to extract information like Balance Sheet, Cash Flow Statement, P&L and notes to account to give credit rating. All can be automated using UiPath
Overview
Current Process - the major pain
Business Loan Processing requires many data points and the ratio analysis is done to decide whether the loan should be given to a business or not.
Solution
Our UiPath workflow converts the dirty scan image PDF file into machine-readable Excel or database format in a few minutes. Our UiPath workflow convert the scanned image financial statement into a readable Excel or database format as follows:
- Step 1
- Configure the robot to use the right credentials in the file project_config.xlsx. In the file provide the directory from where PDF files need to be a pickup
- Enter your credentials in balancesheet.techaroha.com
- Step 2
- The sales team, credit rating tea or loan processing team will upload the companies/customer financial statement or balance sheet in a specific directory mentioned in project_config.xlsx. The UiPath robot will login to the web portal balancesheet.techaroha.com
- Step 3
- Web portal @ balancesheet.techaroha.com will accept the scan image PDF of balance sheet and convert them into text
- The system will shortlist the specifics PDF from PDF file like consolidate balance sheet, profit and loss statement page, and cash flow statement
- The web portal will also shortlist the note to account pages as requested by banks or direct selling agents.
- Step 4
- Balance Sheet AI (Artificial API) engine will convert the shortlisted PDF into an Excel sheet
- UiPath robot will download the output Excel file in the download folder or default download folder specified by the user
- This output process can be further customized to upload the Excel sheet in credit rating software or any software
Customization Option with Balance Sheet reading automation
- Plain Excel (Accuracy 80% of PDF will work)
- Predefined format with an exact data point (Accuracy 90% PDF will work)
- Data Points output in JSON Format/API Access (Accuracy 95% PDF will work)
Benefits
Published: 2020-07-15T12:46:49+00:00 | Updated: 2020-10-26T16:17:04+00:00
License
MIT
Code Language
Visual Basic
Tags
balance sheet analysis
business
business loan process
corporate loan
Compatibility
Windows Internet Explorer. Customize option available for Chrome and Firefox
Dependencies
Internet Explorer , https://balancesheet.techaroha.com/
Support
Phone: 8422996373
Email: shailendra.bramhvanshi@techaroha.com
Link: https://www.techaorha.comAs per requirement
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